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Chevron

3,277 hedge funds and large institutions have $205B invested in Chevron in 2023 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 1,484 increasing their positions, 1,267 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 121

17% more repeat investments, than reductions

Existing positions increased: 1,484 | Existing positions reduced: 1,267

14% more call options, than puts

Call options by funds: $3.66B | Put options by funds: $3.2B

0% more funds holding

Funds holding: 3,2663,277 (+11)

1.61% less ownership

Funds ownership: 70.53%68.91% (-1.6%)

6% less capital invested

Capital invested by funds: $218B → $205B (-$12.1B)

25% less funds holding in top 10

Funds holding in top 10: 262197 (-65)

Holders
3,277
Holders Change
+11
Holders Change %
+0.34%
% of All Funds
51.44%
Holding in Top 10
197
Holding in Top 10 Change
-65
Holding in Top 10 Change %
-24.81%
% of All Funds
3.09%
New
163
Increased
1,484
Reduced
1,267
Closed
121
Calls
$3.66B
Puts
$3.2B
Net Calls
+$458M
Net Calls Change
+$266M
Name Holding Trade Value Shares
Change
Change in
Stake
JMFC
2051
J.M. Forbes & Co
Massachusetts
$990K
WF
2052
Wayfinding Financial
Washington
$990K +$52.3K +326 +6%
AC
2053
Allstate Corporation
Illinois
$986K
SWM
2054
Sendero Wealth Management
Texas
$982K +$1M +6,242 New
RCG
2055
Rock Creek Group
District of Columbia
$980K +$30.3K +189 +3%
Massachusetts Financial Services
2056
Massachusetts Financial Services
Massachusetts
$979K +$53.7K +335 +6%
WW
2057
Waterfront Wealth
Kansas
$974K -$17.2K -107 -2%
WFA
2058
WestHill Financial Advisors
California
$973K +$2.08K +13 +0.2%
LIG
2059
Lokken Investment Group
Delaware
$973K +$95.6K +596 +11%
CSB
2060
City State Bank
Iowa
$972K -$5.45K -34 -0.5%
LWAM
2061
Legacy Wealth Asset Management
Minnesota
$972K +$60K +374 +6%
WQ
2062
Wealth Quarterback
New Jersey
$967K -$1.28K -8 -0.1%
DOA
2063
D'Orazio & Associates
Virginia
$966K +$111K +691 +13%
CG
2064
Corundum Group
Colorado
$966K -$704K -4,394 -42%
AWS
2065
Aspen Wealth Strategies
Colorado
$965K +$650K +4,056 +196%
TNB
2066
Thomasville National Bank
Georgia
$962K +$52.3K +326 +6%
EWA
2067
Encompass Wealth Advisors
Oregon
$961K -$2.08K -13 -0.2%
HVM
2068
Harvest Volatility Management
Connecticut
$961K +$12.5K +78 +1%
NRI
2069
NFP Retirement Inc
California
$960K +$32.1K +200 +3%
CHA
2070
Cooper/Haims Advisors
New York
$960K -$18.8K -117 -2%
KP
2071
Keel Point
Alabama
$959K +$13.8K +86 +1%
FC
2072
Forte Capital
New York
$957K -$23.9K -149 -2%
EFG
2073
Everhart Financial Group
Ohio
$956K -$27.1K -169 -3%
AWM
2074
Aberdeen Wealth Management
Illinois
$951K -$1.6K -10 -0.2%
EFL
2075
ERn Financial LLC
Wisconsin
$950K +$95.1K +593 +11%

CVX Hedge Fund Activity: Q2 2023 in Review

3,277 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q2 2023, worth a combined $205B — down 5.6% from $218B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new CVX positions and 121 closed out — a net gain of 42 holders — while 1,484 added to existing stakes and 1,267 trimmed.

The largest buyer was Barclays, adding an estimated $318M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.65B.

  • 3,277 institutional investors held Chevron (CVX) as of Q2 2023, up from 3,266 in Q1 2023.
  • Funds reported $205B of Chevron stock for Q2 2023, down 5.6% quarter-over-quarter.
  • 163 funds opened new Chevron positions in Q2 2023 and 121 closed out, a net change of +42 holders.
  • The largest Chevron buyer in Q2 2023 was Barclays, an estimated $318M added.
  • The largest Chevron seller in Q2 2023 was Commonwealth Equity Services, an estimated $1.65B sold.

Based on aggregated 13F filings for Q2 2023.